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You are here: Home / Dallas Fort Worth Retirement Planners / DFW Retirement Planners: How We’re Different

Jul 30, 2016

DFW Retirement Planners: How We’re Different

Our Difference

DALLAS-FT. WORTH – DFW Retirement Radio News

The first thing people notice as they come into the offices of DFW Retirement Planners is the homey feel.  “We want our clients to feel at home,” says Britni Levensailor, planner for the firm.  She continued, “Our welcoming environment is just the beginning of how we’re different.  Once someone spends some time with our team, they realize we’re very different, and different in a good way.”

The Team from DFW Retirement Planners

One of the biggest differences between DFW Retirement Planners and other planners is the holistic nature of the firm.   Mark Robinson, Medicare specialist and planner, said that DFW Retirement Planners aren’t focused on one single product of strategy.  He said, “We’re really holistic in our approach.  We will consider any product or strategy that will meet or exceed our client’s need.   We have specialists on staff who are qualified in many facets of retirement planning, such as Medicare, Social Security, long-term care benefits, non-qualified deferred income plans, basic tax planning and non-securities products.  As a result, we are able to take a 360 degree view of every client’s life in retirement, looking for ways to make or save them money.”

Alan Maples, estate planning attorney and planner at DFW Retirement Planners, talked about the firm’s unbiased approach to retirement planning.   He said,  “As planners, we believe it’s critical to get to know our clients and learn about their goals and dreams, fears and frustrations, and create a plan that provides retirement income, asset appreciation, tax strategies and exit strategies or estate plans.”

According to Levensailor, “Another big difference with our firm is our philosophy regarding risk.  For our clients that are in or near retirement, we see the stock and bond markets as being too volatile and risky.   Because of this we recommend alternative investments that provide income and growth but without connection to the stock and bond markets.   These investments allow our clients to sleep better at night during retirement.”

To learn more about DFW Retirement Planners listen to DFW Retirement Radio, Saturdays from 2-3 PM on 820 WBAP Radio.   Each week the program offers information and discussion regarding successful retirement plans. DFW Retirement Planners offer a complimentary initial consultation.  For more information, call 888-774-4492.  (888-7-PIGGY BANK).

 

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews, Fort Worth - Dallas Financial Advisors Tags: Alan Maples, Britni Levensailor, Dallas Retirement Planner, DFW, DFW Retirement Radio, Financial Planner Ft. Worth, investing, Retirement, WBAP

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6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

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17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

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Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

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